Casey Lea
Analyst-Equity presso Institutional Shareholder Services, Inc.
Profilo
Casey Lea is currently working as an Analyst at Institutional Shareholder Services, Inc. Prior to this, he worked as a Senior Equity Analyst at EVA Dimensions LLC from 2012 to 2018.
He also worked as a Vice President & Investment Products Manager at Credit Suisse Securities (USA) LLC (Broker) from 2002 to 2011, and as a Vice President & Capital Planning Manager at State Street Bank & Trust Co. in 2012.
Additionally, he worked as a Business Analyst at Pro-After, Inc. in 2001 and as an Associate at Holt Value Associates LP in the same year.
He also worked as an Associate at The Parthenon Group LLC from 1995 to 1997.
Mr. Lea holds an MBA from Babson College, which he received in 2013, and an undergraduate degree from Tufts University, which he received in 1995.
Posizioni attive di Casey Lea
Società | Posizione | Inizio |
---|---|---|
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Analyst-Equity | 01/01/2018 |
Precedenti posizioni note di Casey Lea
Società | Posizione | Fine |
---|---|---|
EVA Dimensions LLC
EVA Dimensions LLC Investment ManagersFinance Founded by Bennett Stewart, EVA Dimensions is an independent investment research for located in Locust Valley, New York. The firm is affiliated with EVA Advisers LLC. EVA Dimensions offers tools and training and support services that help corporate teams and consultants measure, analyze and improve corporate performance, and enable institutional investors make better investment decisions, with the power of EVA and the EVA Momentum ratio framework. The firm also maintains a 9,000 company global file on EVA metrics as reference points for benchmarking performance, setting targets and assessing expectations. | Analyst-Equity | 01/02/2018 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 31/08/2012 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 28/02/2011 |
Holt Value Associates LP | Corporate Officer/Principal | 31/12/2001 |
Pro-After, Inc. | Corporate Officer/Principal | 31/08/2001 |
Formazione di Casey Lea
Babson College | Masters Business Admin |
Tufts University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 7 |
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EVA Dimensions LLC
EVA Dimensions LLC Investment ManagersFinance Founded by Bennett Stewart, EVA Dimensions is an independent investment research for located in Locust Valley, New York. The firm is affiliated with EVA Advisers LLC. EVA Dimensions offers tools and training and support services that help corporate teams and consultants measure, analyze and improve corporate performance, and enable institutional investors make better investment decisions, with the power of EVA and the EVA Momentum ratio framework. The firm also maintains a 9,000 company global file on EVA metrics as reference points for benchmarking performance, setting targets and assessing expectations. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Holt Value Associates LP | Finance |
Pro-After, Inc. | Technology Services |
The Parthenon Group LLC
The Parthenon Group LLC Investment ManagersFinance The Parthenon Group LLC provided strategic advisory and principal investment services. The company had offices in Boston, London, and San Francisco. The Parthenon Group was founded by William Achtmeyer and John Rutherford in 1991 and was headquartered in Boston, MA. | Finance |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Finance |
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